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SKDS - Hyperion HFM V11

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SKDS - Hyperion HFM V11 Powered By Docstoc
					   SYNTELLI
  KNOWLEDGE             HYPERION HFM V 11
DOCUMENT SERIES




       Syntelli Solutions Inc. • www.syntelli.com • 877-SYNTELLI
                                                                                                   HFM Screen-Shots




                                                 CONTENTS

  APPLICATION & SYSTEM REPORTS SCREEN-SHOTS......................................... 2
  FINANCIAL REPORTS SCREEN-SHOTS .................................................................. 7
  DASHBOARDS IN WEB-ANALYSIS: ...................................................................... 10
  CONCLUSION: ............................................................................................................ 13




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                                                                                HFM Screen-Shots




APPLICATION & SYSTEM REPORTS SCREEN-SHOTS
Log into Hyperion Financial Management Application via Hyperion Work-Space:




The application is well laid out in form of tasks, which facilitate navigation and access to data and
also eases management of security. Each of these folders have contextual data forms or data
grids or reports placed, for example, clicking on Data Task folder opens the following five menu-
items:




And clicking on Journal Tasks open the following menu choices:




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                                                           HFM Screen-Shots




Following is a screen-shot of Data Forms for Data Entry:




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Screen Shot for Data-Grid for Data Entry, Consolidations and executing processes. This grid is
displaying the individual cell status and the WorkSpace navigation on the left:




Following shows running system reports. Following shows the reporting module within HFM:




On clicking on the IC_Trans_RPT, it requests the report run format:




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                                                                 HFM Screen-Shots




You can choose from following report formats:




After selecting the report format, it asks for run-parameters:




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On running the report, it will show the values in the following report format:




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FINANCIAL REPORTS SCREEN-SHOTS

In addition to the above reporting for system processes, there are custom reports for Financial
Statements. These reports can be accessed via the ‘Explorer’ in Hyperion WorkSpace:




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                                                                                  HFM Screen-Shots



The financial Reports from this page can be executed by double-clicking or right clicking on the
report and choosing right option:

Let us execute ‘Consolidating Balance Sheet Report’:




The above view shows the report in HTML format and shows the Point of View in the top row,
which will allow users to run the report for different POV, say for a different year or Entity (Dar Al-
Arkan VS its subsidiary).

The bottom of the report shows all the open tabs in Workspace, which right now show the
Explorer, the HFM Application (TOTCONSOL) and the report.

Once you are satisfied with the POV, click on ‘Open in PDF’ icon and the report will be generated
in PDF:



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                                                                              HFM Screen-Shots




A report can also be opened directly in PDF or HTML from the Explorer page:




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DASHBOARDS IN WEB-ANALYSIS:
Dashboards can be built in HFM using the data in HFM. Following is a screen-shot of dashboard
that has Balance Sheet and Income Statement Data:




The dashboards are ‘live’ and can be directly interacted with:




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                                                                             HFM Screen-Shots




Each of the dashboard report can be interacted with and exported to Microsoft Office
applications:




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                                                                           HFM Screen-Shots




Of course, multiple dashboards can be created and cross-links can be placed:




Clicking on Detail Analysis will open the dashboard for Detail Analysis:




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This report can also be interacted with using the filters and dimensions on the right side of the
report.




CONCLUSION:

Starting with HFM environment is the first concrete step in establishing your EPM suite as it
provides complete end to end, platform for quick install of add-on products such as Hyperion
Planning etc.

Data from HFM can be consumed using Financial Reporting, which provides pixel-perfect
formatted repots and using Web-Analysis for ad-hoc reporting and dashboard creation. Smart-
View is a powerful add-on for interaction of the data and reports via Microsoft Office applications.




About Syntelli Solutions Inc.
We at Syntelli Solutions are passionate about analytics and extracting value out of data. We
constantly learn and use the latest and greatest technologies and tools and constantly collaborate
with academia. This has given us deep and unique insight into the analytics market and the
developments therein. We are therefore pursued by investment banks and analysts alike who
seek our expertise and knowledge.

Syntelli’s legacy is in providing Hyperion based solutions to CFO’s Offices and Business
Intelligence solutions since early 2000s. This exposed us to analytical and predictive tools which
we formalized as an analytics focused practice in 2011, named RAPID – Risk Analytics &
Predictive Intelligence Division. We consider ourselves, first as a business solutions company,
then a technology provider. Even tho we are a small business, we employ PhDs and MBA grads
from top 10 schools globally.

Our tools of choice are Spotfire*, Tableau Software, Oracle Crystal Ball and Hyperion Essbase for
analytics.

*: TIBCO-Spotfire




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DOCUMENT INFO
Description: We at Syntelli Solutions are passionate about analytics and eliminating the frustrations of acessing, and extracting value out of data. We invest in learning new technologies (such as Spotfire and Tableau) so that you see the value of technolgy, not the 'geek' of technology. Our work with sales analytics, operational analytics, supply chain analytics and finance areas has given us deep and unique insight into the application of analytics using Spotfire and Tableau. Our expertise is in bringing business context to data and enhancing decision making, not just the technical aspect of implementing data-warehouse or the analytical product. We are very passionate about answer 'what-if' and 'what-else' questions. So, we bring to bear decades of statistical expertise to do Predictive Analytics/Intelligence work. Syntelli’s legacy is in providing Hyperion based solutions to CFO’s Offices and Business Intelligence solutions since early 2000s. This exposed us to analytical and predictive tools which we formalized as an analytics focused practice in 2011, named RAPID – Risk Analytics & Predictive Intelligence Division. We consider ourselves, first as a business solutions company, then a technology provider. Even tho we are a small business, we employ PhDs and MBA grads from top 10 schools globally. Our tools of choice are Spotfire*, Tableau Software, Oracle Crystal Ball and Hyperion Essbase for analytics. We are strategically located in Washington, DC, Texas and in the Carolinas. *: TIBCO-Spotfire This presentation answers the questions that every finance person and IT person have in their minds. If you have Essbase, you are perhaps wondering why not use Essbase for Budgeting and this paper compares and contrasts the benefits and costs of Oracle Hyperion Planning VS Hyperion Essbase. Rishi dreamt up this marketing campaign while on a long flight thinking about how to communicate the value of these strategic investments into Oracle Hyperion. Although this appl